The Money Runner
Fed Decision on Deck
Less than 50% of economists are expecting another hike this year. David says the focus of the September meeting will be the $4.5 Balance sheet.
The U.S. Dollar – Public Enemy #1
By David Nelson, CFA A myriad of factors seem to be colliding forcing some of the world’s top strategists to the sidelines. The approaching election, a confused Fed and stretched valuations weigh on sentiment as the markets here continue to churn forcing investors to bounce from one sector to the next searching for the Holy […]
I’ve good news & bad news for investors – Which do you want first?
By David Nelson, CFA I’ve got some good news and bad news. The good news is: stocks, bonds and gold exhibited high positive correlation last week all moving higher giving most investors something to cheer about after a rough start to the month. The bad news is: stocks, bonds and gold exhibited high positive correlation […]
Fed Hike for September is Off the Table
Click on Picture for Full Video David joins the TheStreet’s Scott Gamm and Moody’s Analytics Chief Strategist John Lonski to discuss the August jobs report.
Fed Transparency – Clear as Mud
By David Nelson, CFA Even the press are starting to refer to the Fed’s annual trek to Jackson Hole as little more than a circus. (Barron’s: Fed’s Jackson Hole Circus) I said in last week’s post the commentary will be about as clear as mud followed by a parade of Fed officials each expressing their […]
All Eyes on Jackson Hole – China TV Interview
https://youtu.be/dJgk6hUceEo David weighs in on Fed Chair Janet Yellen’s upcoming speech in Jackson Hole.
Yellen’s Senate Testimony Shows Fed is Rattled
https://youtu.be/zBO8hmh1oUU Very somber tone from Janet. Latest data rattles the Fed
Bill Gross – Negative Rates are a Supernova
It’s not often I’m on the same page is Bill. Central Bank policies are having unintended consequences. David sits down with Yahoo anchor Alexis Christophorous and Editor in Chief Andy Serwer.
